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JPMorgan Chase
JPM

Overview Fund Activity

2,431 hedge funds and large institutions have $256B invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 1,051 increasing their positions, 1,013 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
-10
Holders Change %
-0.41%
% of All Funds
55.73%
Holding in Top 10
623
Holding in Top 10 Change
-71
Holding in Top 10 Change %
-10.23%
% of All Funds
14.28%
New
90
Increased
1,051
Reduced
1,013
Closed
77
Calls
$2.17B
Puts
$3.43B
Net Calls
-$1.26B
Net Calls Change
-$1.15B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$408M
2
CSIA
Charles Schwab Investment Advisory
California
+$279M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$241M
4
Bank of America
Bank of America
North Carolina
+$134M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$134M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.06B
2
EVM
Eaton Vance Management
Massachusetts
-$882M
3
BlackRock
BlackRock
New York
-$523M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$501M
5
Goldman Sachs
Goldman Sachs
New York
-$478M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
2001
Bruderman Asset Management
New York
$587K -$34.3K -329 -6%
MCM
2002
MV Capital Management
Maryland
$585K -$104 -1 -0%
SE
2003
Summit Equities
New Jersey
$585K +$1.88K +18 +0.3%
OLA
2004
Oliver Luxxe Assets
New Jersey
$584K – – –
RG
2005
Rikoon Group
New Mexico
$582K +$48.6K +467 +9%
PSC
2006
Prentiss Smith & Co
Vermont
$575K -$271K -2,603 -32%
REMPR
2007
Roof Eidam Maycock Peralta (REMP)
California
$575K – – –
SFM
2008
Signet Financial Management
New Jersey
$575K +$309K +2,967 +116%
WMSA
2009
Weiss Multi-Strategy Advisers
New York
$574K +$574K +5,510 New
DCM
2010
Driehaus Capital Management
Illinois
$573K -$114K -1,094 -17%
RFA
2011
Reilly Financial Advisors
California
$570K +$52.1K +500 +10%
WA
2012
WESPAC Advisors
California
$564K -$152K -1,462 -21%
MWP
2013
Moller Wealth Partners
$564K -$19.8K -190 -3%
BHA
2014
Beech Hill Advisors
New York
$564K – – –
FWM
2015
Focused Wealth Management
New York
$564K +$8.13K +78 +1%
CYG
2016
Clean Yield Group
Vermont
$564K +$26.1K +250 +5%
ED
2017
Exane Derivatives
France
$564K +$15.2K +143 +3%
CCMW
2018
Cypress Capital Management (Wyoming)
Wyoming
$561K +$13K +125 +2%
PEA
2019
Pacific Edge Advisors
California
$559K +$31.7K +304 +6%
BCA
2020
Bay Colony Advisors
Massachusetts
$559K +$559K +5,363 New
WDA
2021
Wendell David Associates
New Hampshire
$556K – – –
OFW
2022
Omnia Family Wealth
Florida
$554K – – –
CCP
2023
Clarkston Capital Partners
Michigan
$552K – – –
PFO
2024
Pathstone Family Office
New Jersey
$552K +$326K +3,126 +144%
FC
2025
Financial Consulate
Maryland
$551K +$26K +250 +5%
79 80
81
82 83